Since beginning my financial services career in 2001 with AXA Advisors as a financial consultant, I have been dedicated to helping my clients achieve their financial goals and dreams. I have a specialized practice in the areas of retirement planning, income distribution planning, wealth managment and risk managment. In 2003, AXA Advisors awarded me with the designation of Retirement Benefits Specialist / Tax Sheltered Plans which denotes training in tax qualified plans.* With that training I am able to help both private and public businesses; owners and employees find benefit strategies for their effective tax savings vehicles.
In November of 2005, I was promoted to Vice President of the AXA Advisors Las Vegas district. As a Vice President, I am also responsible for managing, hiring, training and mentoring financial professionals who provide a wide range of financial services and products to their clients. In 2007, I was awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning at Wharton School, University of Pennsylvania. With the extensive education, knowledge and training gained from the Wharton School, I am able to help guide my clients through the retirement process and implement strategies designed to achieve retirement success.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. AXA Advisors along with myself created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of the financial opportunities available to you through a planning process, to help you learn more about who we are, and to give you fast, easy access to market performance and data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn't want you to miss any developments in the area of personal finance.
*AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.